| 1 |
MORGAN STANLEY
0.01% of their portfolio |
NEW YORK, NY |
1,210,2061.2m
$236.9m |
$236.9m |
0.01% |
Reduced
-2.6k |
-2,565 |
| 2 |
BANK OF AMERICA CORP /DE/
0.01% of their portfolio |
CHARLOTTE, NC |
1,066,8201.1m
$208.8m |
$208.8m |
0.01% |
Added
+24.5k |
+24,512 |
| 3 |
LPL Financial LLC
0.04% of their portfolio |
FORT MILL, SC |
910,692910.7k
$178.2m |
$178.2m |
0.04% |
Added
+16.6k |
+16,606 |
| 4 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.08% of their portfolio |
MILWAUKEE, WI |
740,507740.5k
$144.9m |
$144.9m |
0.08% |
Added
+27.4k |
+27,399 |
| 5 |
WELLS FARGO & COMPANY/MN
0.02% of their portfolio |
SAN FRANCISCO, CA |
510,296510.3k
$99.9m |
$99.9m |
0.02% |
Reduced
-11.9k |
-11,945 |
| 6 |
ENVESTNET ASSET MANAGEMENT INC
0.02% of their portfolio |
Berwyn, PA |
509,148509.1k
$99.7m |
$99.7m |
0.02% |
Added
+26.3k |
+26,347 |
| 7 |
Beacon Capital Management, Inc.
5.41% of their portfolio |
DAYTON, OH |
457,116457.1k
$89.5m |
$89.5m |
5.41% |
Reduced
-65.9k |
-65,851 |
| 8 |
Empower Advisory Group, LLC
0.19% of their portfolio |
Greenwood Village, CO |
412,786412.8k
$80.8m |
$80.8m |
0.19% |
Added
+30.3k |
+30,256 |
| 9 |
OSAIC HOLDINGS, INC.
0.08% of their portfolio |
SCOTTSDALE, AZ |
339,096339.1k
$66.5m |
$66.5m |
0.08% |
Added
+22.4k |
+22,398 |
| 10 |
AMERIPRISE FINANCIAL INC
0.01% of their portfolio |
MINNEAPOLIS, MN |
318,192318.2k
$62.3m |
$62.3m |
0.01% |
Added
+4.5k |
+4,547 |
| 11 |
UBS Group AG
0.01% of their portfolio |
ZURICH, V8 |
316,099316.1k
$61.9m |
$61.9m |
0.01% |
Reduced
-45.4k |
-45,358 |
| 12 |
RAYMOND JAMES FINANCIAL INC
0.02% of their portfolio |
ST. PETERSBURG, FL |
293,593293.6k
$57.5m |
$57.5m |
0.02% |
Added
+14.5k |
+14,535 |
| 13 |
PGIM Custom Harvest LLC
0.61% of their portfolio |
NEWARK, NJ |
247,584247.6k
$48.5m |
$48.5m |
0.61% |
Added
+34.3k |
+34,308 |
| 14 |
Cambridge Investment Research Advisors, Inc.
0.05% of their portfolio |
FAIRFIELD, IA |
218,746218.7k
$42.8m |
$42.8m |
0.05% |
Added
+107.1k |
+107,125 |
| 15 |
Rockefeller Capital Management L.P.
0.06% of their portfolio |
NEW YORK, NY |
207,697207.7k
$40.7m |
$40.7m |
0.06% |
Added
+1.2k |
+1,165 |
| 16 |
Cetera Investment Advisers
0.04% of their portfolio |
SCHAUMBURG, IL |
199,122199.1k
$39.0m |
$39.0m |
0.04% |
Added
+11.1k |
+11,109 |
| 17 |
ROYAL BANK OF CANADA
0.01% of their portfolio |
TORONTO, A6 |
186,391186.4k
$36.5m |
$36.5m |
0.01% |
Added
+3.8k |
+3,813 |
| 18 |
COMMONWEALTH EQUITY SERVICES, LLC
0.04% of their portfolio |
WALTHAM, MA |
179,111179.1k
$35.1m |
$35.1m |
0.04% |
Reduced
-2.9k |
-2,941 |
| 19 |
Ameritas Advisory Services, LLC
0.67% of their portfolio |
Lincoln, NE |
168,766168.8k
$33.0m |
$33.0m |
0.67% |
Added
+54.1k |
+54,051 |
| 20 |
CAPTRUST FINANCIAL ADVISORS
0.05% of their portfolio |
RALEIGH, NC |
155,280155.3k
$30.4m |
$30.4m |
0.05% |
Reduced
-5.4k |
-5,360 |
| 21 |
Nan Shan Life Insurance Co., Ltd.
0.92% of their portfolio |
Taipei City, F5 |
150,369150.4k
$29.4m |
$29.4m |
0.92% |
Added
+44.4k |
+44,405 |
| 22 |
MML INVESTORS SERVICES, LLC
0.05% of their portfolio |
SPRINGFIELD, MA |
124,338124.3k
$24.3m |
$24.3m |
0.05% |
Added
+26.0k |
+26,046 |
| 23 |
VESTOR CAPITAL, LLC
0.69% of their portfolio |
CHICAGO, IL |
114,137114.1k
$11.0m |
$11.0m |
0.69% |
Added
+56.7k |
+56,659 |
| 24 |
CREATIVE FINANCIAL DESIGNS INC /ADV
1.02% of their portfolio |
KOKOMO, IN |
109,863109.9k
$21.5m |
$21.5m |
1.02% |
Added
+3.1k |
+3,118 |
| 25 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
104,159104.2k
$20.7m |
$20.7m |
0.00% |
Added
+6.1k |
+6,145 |
| 26 |
STIFEL FINANCIAL CORP
0.02% of their portfolio |
ST. LOUIS, MO |
104,058104.1k
$20.4m |
$20.4m |
0.02% |
Added
+2.0k |
+2,008 |
| 27 |
Allied Investment Advisors, LLC
2.25% of their portfolio |
BILLINGS, MT |
91,54691.5k
$17.9m |
$17.9m |
2.25% |
Added
+1.9k |
+1,934 |
| 28 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
1.03% of their portfolio |
KNOXVILLE, TN |
90,46790.5k
$17.7m |
$17.7m |
1.03% |
Reduced
-591 |
-591 |
| 29 |
Corient Private Wealth LP
0.02% of their portfolio |
MIAMI, FL |
84,12584.1k
$16.5m |
$16.5m |
0.02% |
Reduced
-17.7k |
-17,673 |
| 30 |
SWAN Capital LLC
5.58% of their portfolio |
PENSACOLA, FL |
83,34483.3k
$16.3m |
$16.3m |
5.58% |
Added
+9.9k |
+9,904 |
| 31 |
Unconventional Investor, LLC
6.43% of their portfolio |
PORTSMOUTH, NH |
79,37079.4k
$15.5m |
$15.5m |
6.43% |
Reduced
-67 |
-67 |
| 32 |
Lido Advisors, LLC
0.05% of their portfolio |
Los Angeles, CA |
76,67376.7k
$15.0m |
$15.0m |
0.05% |
Added
+3.6k |
+3,583 |
| 33 |
HighTower Advisors, LLC
0.01% of their portfolio |
CHICAGO, IL |
63,29263.3k
$12.4m |
$12.4m |
0.01% |
Added
+7.6k |
+7,646 |
| 34 |
Nelson Capital Management, LLC
1.31% of their portfolio |
MENLO PARK, CA |
61,09661.1k
$12.0m |
$12.0m |
1.31% |
Reduced
-409 |
-409 |
| 35 |
BLAIR WILLIAM & CO/IL
0.03% of their portfolio |
CHICAGO, IL |
59,26559.3k
$11.6m |
$11.6m |
0.03% |
Added
+617 |
+617 |
| 36 |
Cerity Partners LLC
0.01% of their portfolio |
NEW YORK, NY |
59,15359.2k
$11.6m |
$11.6m |
0.01% |
Reduced
-1.3k |
-1,325 |
| 37 |
American Investment Services, Inc.
2.28% of their portfolio |
GREAT BARRINGTON, MA |
55,14755.1k
$10.8m |
$10.8m |
2.28% |
Added
+1.9k |
+1,888 |
| 38 |
PNC Financial Services Group, Inc.
0.01% of their portfolio |
Pittsburgh, PA |
53,73253.7k
$10.5m |
$10.5m |
0.01% |
Reduced
-2.8k |
-2,821 |
| 39 |
Pallas Capital Advisors LLC
0.32% of their portfolio |
BRAINTREE, MA |
53,62053.6k
$10.5m |
$10.5m |
0.32% |
Added
+1.2k |
+1,154 |
| 40 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
53,53253.5k
$10.5m |
$10.5m |
0.01% |
Added
+1.5k |
+1,482 |
| 41 |
Janney Montgomery Scott LLC
0.02% of their portfolio |
PHILADELPHIA, PA |
50,83850.8k
$10.0m |
$10.0m |
0.02% |
Reduced
-1.0k |
-1,002 |
| 42 |
HARBOUR INVESTMENTS, INC.
0.13% of their portfolio |
MADISON, WI |
50,75550.8k
$9.9m |
$9.9m |
0.13% |
Added
+1.9k |
+1,890 |
| 43 |
Private Advisor Group, LLC
0.04% of their portfolio |
MORRISTOWN, NJ |
47,85547.9k
$9.4m |
$9.4m |
0.04% |
Reduced
-3.5k |
-3,534 |
| 44 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
46,17146.2k
$9.2m |
$9.2m |
0.00% |
Added
+7.7k |
+7,699 |
| 45 |
Greenline Partners, LLC
0.88% of their portfolio |
NEW YORK, NY |
44,03744.0k
$8.6m |
$8.6m |
0.88% |
Added
+1.5k |
+1,456 |
| 46 |
NewEdge Advisors, LLC
0.03% of their portfolio |
NEW ORLEANS, LA |
43,97944.0k
$8.6m |
$8.6m |
0.03% |
Added
+16.6k |
+16,640 |
| 47 |
Goldstone Financial Group, LLC
0.75% of their portfolio |
OAKBROOK TERRACE, IL |
41,90841.9k
$8.2m |
$8.2m |
0.75% |
Reduced
-6.6k |
-6,633 |
| 48 |
MERCER GLOBAL ADVISORS INC /ADV
0.01% of their portfolio |
DENVER, CO |
40,58240.6k
$7.9m |
$7.9m |
0.01% |
Added
+3.8k |
+3,765 |
| 49 |
KCM INVESTMENT ADVISORS LLC
0.21% of their portfolio |
GREENBRAE, CA |
35,35535.4k
$6.9m |
$6.9m |
0.21% |
Reduced
-287 |
-287 |
| 50 |
Creative Planning
0.00% of their portfolio |
OVERLAND PARK, KS |
34,36734.4k
$6.7m |
$6.7m |
0.00% |
Added
+1.4k |
+1,414 |
| 51 |
Foundations Investment Advisors, LLC
0.07% of their portfolio |
PHOENIX, AZ |
33,51333.5k
$6.6m |
$6.6m |
0.07% |
Added
+1.3k |
+1,311 |
| 52 |
Quadrature Capital Ltd
0.05% of their portfolio |
LONDON, X0 |
32,77932.8k
$6.4m |
$6.4m |
0.05% |
Reduced
-8.4k |
-8,378 |
| 53 |
Farther Finance Advisors, LLC
0.05% of their portfolio |
SAN FRANCISCO, CA |
32,18132.2k
$6.3m |
$6.3m |
0.05% |
Added
+1.7k |
+1,678 |
| 54 |
Atria Investments, Inc
0.06% of their portfolio |
Charlotte, NC |
31,54731.5k
$6.2m |
$6.2m |
0.06% |
Added
+8.9k |
+8,906 |
| 55 |
Bryn Mawr Trust Advisors, LLC
0.27% of their portfolio |
PHILADELPHIA, PA |
31,42631.4k
$6.2m |
$6.2m |
0.27% |
Reduced
-412 |
-412 |
| 56 |
Integrated Wealth Concepts LLC
0.03% of their portfolio |
WALTHAM, MA |
30,29030.3k
$5.9m |
$5.9m |
0.03% |
Added
+4.4k |
+4,387 |
| 57 |
Hamilton Wealth, LLC
1.07% of their portfolio |
LOS ANGELES, CA |
29,95029.9k
$5.9m |
$5.9m |
1.07% |
Reduced
-1.8k |
-1,837 |
| 58 |
IFG Advisory, LLC
0.20% of their portfolio |
ATLANTA, GA |
29,72729.7k
$5.8m |
$5.8m |
0.20% |
New |
|
| 59 |
Kestra Advisory Services, LLC
0.02% of their portfolio |
AUSTIN, TX |
28,43528.4k
$5.6m |
$5.6m |
0.02% |
Reduced
-8.2k |
-8,179 |
| 60 |
Porter White Investment Advisors, Inc.
2.13% of their portfolio |
Birmingham, AL |
28,32328.3k
$5.5m |
$5.5m |
2.13% |
Reduced
-278 |
-278 |
| 61 |
Apollon Financial, LLC
0.65% of their portfolio |
MOUNT PLEASANT, SC |
28,15628.2k
$5.5m |
$5.5m |
0.65% |
Added
+1.1k |
+1,078 |
| 62 |
Beacon Pointe Advisors, LLC
0.03% of their portfolio |
NEWPORT BEACH, CA |
27,91827.9k
$5.5m |
$5.5m |
0.03% |
Reduced
-304 |
-304 |
| 63 |
David Kennon Inc
1.79% of their portfolio |
SARASOTA, FL |
27,60227.6k
$5.4m |
$5.4m |
1.79% |
Reduced
-16.6k |
-16,571 |
| 64 |
BARD ASSOCIATES INC
1.18% of their portfolio |
CHICAGO, IL |
27,13327.1k
$5.3m |
$5.3m |
1.18% |
Added
+288 |
+288 |
| 65 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
27,01427.0k
$5.3m |
$5.3m |
0.01% |
Reduced
-14.2k |
-14,191 |
| 66 |
Retirement Planning Group, LLC
0.13% of their portfolio |
LEAWOOD, KS |
26,99127.0k
$5.3m |
$5.3m |
0.13% |
Added
+16.6k |
+16,605 |
| 67 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
25,62425.6k
$5.0m |
$5.0m |
0.01% |
Added
+11.9k |
+11,935 |
| 68 |
Moss Adams Wealth Advisors LLC
0.31% of their portfolio |
SEATTLE, WA |
25,56925.6k
$5.0m |
$5.0m |
0.31% |
Unchanged |
|
| 69 |
NOMURA ASSET MANAGEMENT CO LTD
0.01% of their portfolio |
TOKYO, M0 |
25,00025.0k
$4.9m |
$4.9m |
0.01% |
Reduced
-1.0k |
-1,000 |
| 70 |
New England Private Wealth Advisors LLC
0.46% of their portfolio |
WELLESLEY, MA |
24,51524.5k
$4.8m |
$4.8m |
0.46% |
Added
+159 |
+159 |
| 71 |
MRA Advisory Group
1.72% of their portfolio |
PARSIPPANY, NJ |
24,16824.2k
$4.7m |
$4.7m |
1.72% |
Reduced
-144 |
-144 |
| 72 |
Venturi Wealth Management, LLC
0.18% of their portfolio |
AUSTIN, TX |
23,73623.7k
$4.6m |
$4.6m |
0.18% |
Reduced
-43 |
-43 |
| 73 |
Dakota Wealth Management
0.09% of their portfolio |
PALM BEACH GARDENS, FL |
23,18523.2k
$4.5m |
$4.5m |
0.09% |
Reduced
-3.3k |
-3,287 |
| 74 |
DMKC Advisory Services, LLC
0.82% of their portfolio |
DES MOINES, IA |
22,18022.2k
$4.3m |
$4.3m |
0.82% |
Added
+2.3k |
+2,275 |
| 75 |
Legacy Financial Group LLC
0.49% of their portfolio |
DES MOINES, IA |
22,17122.2k
$4.3m |
$4.3m |
0.49% |
Added
+124 |
+124 |
| 76 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
22,07622.1k
$4.3m |
$4.3m |
0.00% |
Added
+3.4k |
+3,395 |
| 77 |
FIFTH THIRD BANCORP
0.01% of their portfolio |
CINCINNATI, OH |
21,50521.5k
$4.2m |
$4.2m |
0.01% |
Reduced
-550 |
-550 |
| 78 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
21,10221.1k
$4.1m |
$4.1m |
0.00% |
Reduced
-41 |
-41 |
| 79 |
Pathstone Holdings, LLC
0.01% of their portfolio |
ENGLEWOOD, NJ |
21,04221.0k
$4.1m |
$4.1m |
0.01% |
Added
+2.1k |
+2,089 |
| 80 |
Wilmington Savings Fund Society, FSB
0.09% of their portfolio |
WILMINGTON, DE |
20,20720.2k
$4.0m |
$4.0m |
0.09% |
Added
+20 |
+20 |
| 81 |
Aspire Capital Advisors LLC
0.76% of their portfolio |
SEATTLE, WA |
20,02120.0k
$3.9m |
$3.9m |
0.76% |
Added
+18.4k |
+18,399 |
| 82 |
Capital Investment Advisory Services, LLC
0.24% of their portfolio |
RALEIGH, NC |
19,46719.5k
$3.8m |
$3.8m |
0.24% |
Added
+931 |
+931 |
| 83 |
Strengthening Families & Communities, LLC
0.84% of their portfolio |
BOSTON, MA |
19,38119.4k
$3.8m |
$3.8m |
0.84% |
Added
+891 |
+891 |
| 84 |
J.W. COLE ADVISORS, INC.
0.06% of their portfolio |
TAMPA, FL |
19,33119.3k
$3.8m |
$3.8m |
0.06% |
Reduced
-545 |
-545 |
| 85 |
Quantinno Capital Management LP
0.00% of their portfolio |
NEW YORK, NY |
19,25819.3k
$3.8m |
$3.8m |
0.00% |
Added
+2.2k |
+2,166 |
| 86 |
M&T Bank Corp
0.01% of their portfolio |
BUFFALO, NY |
19,08719.1k
$3.7m |
$3.7m |
0.01% |
Reduced
-620 |
-620 |
| 87 |
Tranquilli Financial Advisor LLC
2.01% of their portfolio |
Clinton, NJ |
19,07919.1k
$3.7m |
$3.7m |
2.01% |
Reduced
-679 |
-679 |
| 88 |
TD Waterhouse Canada Inc.
0.01% of their portfolio |
TORONTO, A6 |
19,01219.0k
$3.7m |
$3.7m |
0.01% |
Reduced
-285 |
-285 |
| 89 |
Sterling Investment Advisors, Ltd.
0.62% of their portfolio |
BERWYN, PA |
18,83218.8k
$3.7m |
$3.7m |
0.62% |
Unchanged |
|
| 90 |
EXCHANGE TRADED CONCEPTS, LLC
0.02% of their portfolio |
Oklahoma City, OK |
18,50618.5k
$3.6m |
$3.6m |
0.02% |
Reduced
-18.1k |
-18,086 |
| 91 |
Ariston Services Group
1.96% of their portfolio |
SAN DIEGO, CA |
18,13718.1k
$3.5m |
$3.5m |
1.96% |
Added
+18.1k |
+18,137 |
| 92 |
Royal Fund Management, LLC
0.29% of their portfolio |
Lady Lake, FL |
18,04118.0k
$3.5m |
$3.5m |
0.29% |
Added
+1.5k |
+1,477 |
| 93 |
O'ROURKE & COMPANY, Inc
1.23% of their portfolio |
BOSTON, MA |
18,04118.0k
$3.5m |
$3.5m |
1.23% |
Added
+733 |
+733 |
| 94 |
Praetorian Wealth Management, Inc.
0.60% of their portfolio |
CARMEL, CA |
17,78417.8k
$3.5m |
$3.5m |
0.60% |
Added
+1.3k |
+1,314 |
| 95 |
White Lighthouse Investment Management Inc.
0.43% of their portfolio |
BEDFORD, MA |
17,61017.6k
$3.4m |
$3.4m |
0.43% |
Reduced
-1.1k |
-1,114 |
| 96 |
Reality Financial Planning Services, LLC
3.30% of their portfolio |
SARASOTA, FL |
17,46017.5k
$3.4m |
$3.4m |
3.30% |
Reduced
-1.6k |
-1,568 |
| 97 |
Wealthspire Advisors, LLC
0.02% of their portfolio |
NEW YORK, NY |
16,80516.8k
$3.3m |
$3.3m |
0.02% |
Added
+178 |
+178 |
| 98 |
Summit Financial, LLC
0.04% of their portfolio |
PARSIPPANY, NJ |
16,80216.8k
$3.3m |
$3.3m |
0.04% |
Added
+1.5k |
+1,518 |
| 99 |
Pinnacle Wealth Management Group, Inc.
1.52% of their portfolio |
PLYMOUTH, MI |
16,69716.7k
$3.3m |
$3.3m |
1.52% |
Added
+188 |
+188 |
| 100 |
Comprehensive Money Management Services LLC
2.04% of their portfolio |
CORAL GABLES, FL |
16,56916.6k
$3.2m |
$3.2m |
2.04% |
Added
+441 |
+441 |